Why Subscribe?

Hey! I am Gab.

I write about generational companies that go unnoticed. I often cover the Southeast Asian region as it is firmly within my circle of competence.

I invest in businesses that are steady compounders over decades.

Businesses that often go unnoticed by mainstream audiences.

Businesses that are market leaders and/or disruptors within their sectors.

Businesses that are operating in or expanding into emerging markets with secular tailwinds such as rising digital adoption.

Businesses that benefit from network effects, scale economies, and asset-light models that drive strong operating leverage over time.

I invest in visionary founders/operators with a clear and compelling vision who can steer their companies through challenges and pivot when necessary.

Expect Deep Dives, Weekly Round-Ups and Earnings Breakdowns on my favourite businesses.

If you are interested in my research, consider becoming a subscriber and you can get access to all of my previous research as well as all future write-ups.

I also love interacting with people and discussing investment ideas. Please feel free to reach out through DM on Substack or X if you have any questions or discussion ideas.

Follow me on X where I post very often!

The content presented is for informational and academic purposes only and does not constitute financial advice. The analysis and opinions expressed are based on research and should not be interpreted as a recommendation to buy, sell, or hold any security. Readers should conduct their own due diligence and consult with a qualified financial advisor before making any investment decisions.